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4th QUARTER 2010
Quarter Ended 12/31/2010
Yield Curve Opportunities
With the yield curve so very steep, investors are paid
while they wait for the flattening.
3rd QUARTER 2010
Quarter Ended 9/30/2010
Rethinking Passively Managed Fixed
Income Mandates
Active management makes sense more than ever and now is
the time to reassess mandates passively indexed to the indices with
high government concentrations.
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2nd QUARTER
2010
Quarter Ended 6/30/2010
Financial Sector: Health Checkup
From a bond investors perspective, it is important to
recognize that the large banks making up much of the investment grade
universe are much different today than they were before the financial
crisis began in 2008.
1st QUARTER 2010
Quarter Ended 3/31/2010
Rolling Down a Steep Yield Curve and
Other Strategic Thoughts
The most dramatic event in the 2009 fixed income
markets
was the historic reversal of credit spreads from their all time wides
in 2009 and early 2009.
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